China, the world?s second-largest economy, has seen a significant slow down in growth, with its stock market among the worst-performing this year. Join Matthew Strauss, Vice-President and Portfolio Manager, and Gorlen Zhou, Director of Research, Asia, to learn more about the key factors impacting China?s economy.... read more

Why do expected returns for risk-free assets (government bonds) appear, once again, to be compelling and competitive versus riskier assets? Join Alexandra Gorewicz, Associate Portfolio Manager, as she outlines the two major themes within the rates sector currently.... read more

In October, the price of West Texas Intermediate (WTI) crude was US$70 a barrel (bbl) and we wrote a positive commentary about energy markets. The price subsequently climbed a few dollars higher but has since fallen to US$56/bbl (at the time of writing this commentary on November 13, 2018). So, what happened?... read more

To quote the market?s most stable genius in chief, Donald Trump, a stock market correction was overdue. A correction was something we have been anticipating, and highlighted as recently as early October at our conference in Scottsdale, Arizona.... read more

It was a big week in Canada?s energy markets as Husky announced a hostile $3.3 billion bid for MEG Energy, the massive liquefied natural gas (LNG) export project, LNG Canada, received approval from project partners, and oil prices approach levels not seen since late 2014.... read more